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WYSER-PRATTE MANAGEMENT CO., INC.

A79
CRD 106399·SEC 801-42253·BEDFORD HILLS, NY
AUM
$58.6M
$25M-$100M
Est. Revenue
$586K
@ 1% on AUM
Est. EBITDA
$176K
@ 30% margin
Est. Deal Value
$1.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WYSER-PRATTE MANAGEMENT CO., INC.
CRD
106399
SEC file #
801-42253
EIN
133648519
DBA names
—

Economics

AUM
$58.6M
AUM band
$25M-$100M
AUM trajectory
'20'26
$51.6M → $58.6M▲ +14%
Client mix
Pooled Investment Vehicles2
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
3 advisors → 1 advisors▼ -67%
Primary office
BEDFORD HILLS NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
9
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WYSER-PRATTE, GUY, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WYSER-PRATTE, GUY, PATRICK
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000928867
Edgar Registered
Yes
Edgar Filing Count
38
Edgar First Filing Date
1999-05-11
Edgar Last Filing Date
2010-11-10
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2010-11-10
Accession0000910662-10-000443

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
410 PARK AVENUESUITE 510NEW YORK, NY 10022
Business
410 PARK AVENUESUITE 510NEW YORK, NY 10022
Edgar EIN
133648519
Edgar Recent Filings
13F-HR2010-11-10 · 0000910662-10-000443
13F-HR2010-07-27 · 0000910662-10-000313
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
473794
Trust Company Affiliate
No

People (1)

1
GUY PATRICK WYSER-PRATTE
Direct Owner · 87.5%
473794